A2M

1.17%

$6.06 the a2 milk company limited

I think if you simply gross up IF sales by 0.72 then you maybe...

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Wcha148

74 Posts.

19/11/17

01:08

Post #: 28924097

Originally posted by neeco68 ↑

I just used used x * .72 = $y thus x= $y/.72
thus Group Revenue = $528m/.72 etc.

I have also recalculated IF Revenue and using $24, $27 and $25.5 so you have a range of ranges. Let's see how accurate we are as RandomK has been ahead of the analysts estimates who don't seem capable of understanding that this is a growth stock with plenty of upside. I would think also that milk sales should grow but lets see as the margins are in the IF.

Column 1 Column 2 Column 3 Column 4 Column 5 Column 6

1 Synlait 2018 production MT 80% production to a2m # tins per MT Revenue per tin NZD $24 IF Revenue NZD Total Revenue NZD (assume IF is 72% of Group Revenue)

2 30,000.00 24000 1100 $24.0 $ 633,600,000 $ 880,000,000.00

3 32,500.00 26000 1100 $24.0 $ 686,400,000 $ 953,333,333.33

4 35,000.00 28000 1100 $24.0 $ 739,200,000 $ 1,026,666,666.67

5

6

7 Synlait 2018 production MT 80% production to a2m # tins per MT Revenue per tin NZD $25.5 IF Revenue NZD Total Revenue NZD (assume IF is 72% of Group Revenue)

8 30,000.00 24000 1100 $25.5 $ 673,200,000 $ 935,000,000.00

9 32,500.00 26000 1100 $25.5 $ 729,300,000 $ 1,012,916,666.67

10 35,000.00 28000 1100 $25.5 $ 785,400,000 $ 1,090,833,333.33

11

12

13 Synlait 2018 production MT 80% production to a2m # tins per MT Revenue per tin NZD $27 IF Revenue NZD Total Revenue NZD (assume IF is 72% of Group Revenue)

14 30,000.00 24000 1100 $27.0 $ 712,800,000 $ 990,000,000.00

15 32,500.00 26000 1100 $27.0 $ 772,200,000 $ 1,072,500,000.00

16 35,000.00 28000 1100 $27.0 $ 831,600,000 $ 1,155,000,000.00

Expand

I think if you simply gross up IF sales by 0.72 then you maybe banking in too much growth for the rest of the business e.g fresh milk which only grow by 10 to 15% p.a.

A2M Price at posting: $7.18 Sentiment: Hold Disclosure: Held

1 Upvote

0 Great analysis

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Last $6.06		Change 0.070(1.17%)		Mkt cap ! $4.380B

Open	High	Low	Value	Volume
$5.99	$6.11	$5.96	$11.09M	1.834M

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No.	Vol.	Price($)
1	6819	$6.05

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Price($)	Vol.	No.
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No.	Vol.	Price($)
1	6819	6.050
4	26955	6.030
2	11610	6.020
2	14857	6.010
1	15000	5.970

Price($)	Vol.	No.
6.060	500	1
6.080	12091	3
6.090	10952	3
6.100	8539	2
6.120	24564	5

Last trade - 16.10pm 06/05/2024 (20 minute delay)


Last $6.06		Change 0.070 ( 1.12 %)
Open	High	Low	Volume
$5.97	$6.11	$5.95	810802
Last updated 15.59pm 06/05/2024 ?

A2M (ASX) Chart

I think if you simply gross up IF sales by 0.72 then you maybe...

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	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6
1	Synlait 2018 production MT	80% production to a2m	# tins per MT	Revenue per tin NZD $24	IF Revenue NZD	Total Revenue NZD (assume IF is 72% of Group Revenue)
2	30,000.00	24000	1100	$24.0	$ 633,600,000	$ 880,000,000.00
3	32,500.00	26000	1100	$24.0	$ 686,400,000	$ 953,333,333.33
4	35,000.00	28000	1100	$24.0	$ 739,200,000	$ 1,026,666,666.67
5
6
7	Synlait 2018 production MT	80% production to a2m	# tins per MT	Revenue per tin NZD $25.5	IF Revenue NZD	Total Revenue NZD (assume IF is 72% of Group Revenue)
8	30,000.00	24000	1100	$25.5	$ 673,200,000	$ 935,000,000.00
9	32,500.00	26000	1100	$25.5	$ 729,300,000	$ 1,012,916,666.67
10	35,000.00	28000	1100	$25.5	$ 785,400,000	$ 1,090,833,333.33
11
12
13	Synlait 2018 production MT	80% production to a2m	# tins per MT	Revenue per tin NZD $27	IF Revenue NZD	Total Revenue NZD (assume IF is 72% of Group Revenue)
14	30,000.00	24000	1100	$27.0	$ 712,800,000	$ 990,000,000.00
15	32,500.00	26000	1100	$27.0	$ 772,200,000	$ 1,072,500,000.00
16	35,000.00	28000	1100	$27.0	$ 831,600,000	$ 1,155,000,000.00

I think if you simply gross up IF sales by 0.72 then you maybe...

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Maiden drilling at West Arunta hints at major IOCG system for Rincon

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